中国储能行业_美国人工智能数据中心电力需求及电池储能系统需求电话会议要点
2025-11-16 15:36
ab 13 November 2025 Global Research First Read China Energy Storage Industry Takeaways from call on US AIDC power demand and BESS demand AIDC to drive the electricity demand boom in US We invited our UBS US renewable analyst, Jon Windham, to share his insights on US AIDC power demand and BESS demand growth outlook. Jon expects large power supply gap in US driven by the booming AIDC demand and the stagnant power capacity growth. US power demand has seen only 0.3% growth over past 25 years, while this could i ...